Grown-Ups and Unavoidable Tradeoffs
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 10 July 2020
⏱️ 26 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
This week’s Dividend Cafe is a long and juicy one – lots of topics, lots of practical subjects (see list below), and plenty for the wonky types and those who loathe such verbose diversions. But what is most important to me in this week’s Dividend Cafe is that it addresses the issue I believe is most necessary for grown-ups to deal with in this day age:
In this week’s Dividend Cafe we will: • Recap the week that just was in markets • Make the case for a market change in the near future – not one defined by all going down or all going up, but rather one defined by a shift in leadership, away from the popularity group and into the more fundamental group. • Set the table for a “two-act play” around how we evaluate the economy – the lockdown recession and recovery from such; followed by the “aftershock” phase that deals with structural ramifications from that first phase • The burden of where rates are now and where they have been • Ask what has happened to oil prices in 2020, and why! • Take a look at what the real issue I have with bonds is as I look out into the future • Note the threats hanging over FANG • Look at what to expect out of the earnings season that begins this week • Ask where are we with the U.S. dollar, and what becomes the more investible equity space when the dollar declines? The answer may surprise you. • Provide a little history on the quarters and years that follow strong quarters. It’s rare to get such universally compelling data. • Provide our weekly economic report card of the good, bad, and ugly out there, with a special look this week at manufacturing, services, air travel, and more. • Do Politics & Money • And in the Chart of the Week, let you decided if we are inflationary woods, or a deflationary jungle
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.5 | Hello and welcome to this week's Dividend Cafe podcast and video. My name is David Bonson. I'm the chief investment officer of the Bonson |
| 0:22.4 | group. I'm sitting in my New York apartment early on a Friday morning, getting ready to walk |
| 0:28.3 | to my New York office where I've been working all week. And I'm excited to bring you this week's |
| 0:35.5 | message. There's a number of different topics we're going to cover. |
| 0:38.1 | I'm going to try to cover in the podcast as much as I can that is dealt with in the written |
| 0:45.7 | dividend cafe commentary this week. But these are getting longer and longer. There's more and more |
| 0:51.7 | topics that are inspiring me. There's more and more things |
| 0:54.3 | that I think are relevant to cover. But this particular week, there's also a sort of emotional |
| 1:00.5 | connection to the burden that undergirds a lot of what I'm writing about. And what I mean by that |
| 1:10.3 | is there's a lot of what I'm writing about. And what I mean by that is there's a lot of rational discourse |
| 1:16.7 | around the challenges that we face today. |
| 1:21.6 | People have arguments, most of which are very good, very valid, |
| 1:26.9 | related to uncertainty in the economy, |
| 1:30.2 | uncertainty around government policy, concerns about the outcomes of the November elections. |
| 1:40.0 | Obviously, as we write about every day at our COVID and Markets.com, |
| 1:46.0 | there's continued questions about the health pandemic. |
| 1:52.3 | And so you have this sort of environment where it's very rational and very understandable that one has fear regarding what to do with the |
| 2:05.8 | portfolio as we navigate through these times. |
| 2:09.6 | And that's not just the typical bullish bearish debates where then one could come in and |
| 2:16.5 | make their counter arguments and try to come to a point |
| 2:19.9 | as to why the bulls are wrong and we should be bearish or the bears are wrong, we should |
... |
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